James
Maiz

Rockland Capital, Lp

CRD#5925445
Investment Advisor
in Spring, TX

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About this Advisor

James Maiz is a financial advisor working in Spring, Texas. Maiz is an advisor for Rockland Capital, Lp. They have been employed by Rockland Capital, Lp for the entirety of their career. Maiz is approved to advise clients in Texas. Rockland Capital, Lp is a financial advisory firm headquartered in Spring, TX. It oversees $1 billion in assets under management across its six client accounts, making it one of the biggest firms in the nation by assets under management. The company offers portfolio management for pooled investment vehicles. Financial advisory fees usually vary depending on the type of financial services. However, fees charged by Rockland Capital, Lp can include any combination of asset-based and performance-based fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

24 Waterway Ave Ste 400
Spring, TX 77380

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Rockland Capital, Lp Brokerage Details

Total Assets Under Management

$1,362,075,937

TX Average: $3,042,739,679
Total Number of Employees

22

TX Average: 49
Total Number of Accounts

6

TX Average: 2,315
Average Account Size

$227,012,656

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

James Maiz Work History

James has been registered as a financial advisor for 0 years.*

2008 - Present (16 years)

Rockland Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Maiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rockland Capital, Lp

Jonathan Beach
Spring, TX
James Maiz
Spring, TX
Willie Zapalac
Spring, TX
Shane Litts
Spring, TX
William Harlan
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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